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Title

Trends in Investment oversight for Small to Mid-sized Endowment and Foundations.  What are their challenges and opportunities?

Event Description

Many small to mid-sized endowments and foundations do not have the staff or resources to support the “endowment model” as well as the asset size to allow for full diversification and investment in alternative assets. What are their concerns and investment approaches to achieve their goals in a potential lower returning environment in the future?

Event Type

Society; Career; Social; Educational

Education Topic

Performance Measurement and Evaluation; Portfolio Management; Quantitative Methods; Risk Management

Start Time

12/5/2013 12:00 PM

End Time

12/5/2013 1:30 PM

City

Baltimore

State/Province

 

Event Country

 

Event Region

Americas

Location Info

The Legg Mason Building in Harbor East 4th Floor 100 International Dr Baltimore, MD 21202

Speaker

Cathy Konick, CFA, CAIA

CE Credits

1

SER Credit

0

Currency

USD

Member Cost

$10

Non-Member Cost

$30

Candidate Price

$30

Registration

Please click here to register and pay.

All Day Event

 

Recurrence

 

Hosted By

The CFA Society of Baltimore

Attachments

Content Type: MyCFA Calendar
Created at 11/22/2013 6:16 AM by info@baltimorecfasociety.org
Last modified at 12/5/2013 7:04 AM by info@baltimorecfasociety.org